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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,370 | $54,757-50.0% | $90,304-69.7% | $72,975-62.5% |
| Participation rate | 44.4% | 65.2%-20.7pp | 73.3%-28.8pp | 69.5%-25.0pp |
| Annual return | 14.04% | 30.63%-16.6pp | 78.13%-64.1pp | 81.01%-67.0pp |
| Employer contribution / active EE | $2,354 | $2,093+12.4% | $2,855-17.6% | $2,440-3.5% |
| Participant deferral / active EE | $465 | $2,887-83.9% | $3,885-88.0% | $3,608-87.1% |
| Admin fee / account holder | $10,517 | $3,973+164.7% | $5,354+96.4% | $5,124+105.3% |